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12 days ago

Job Title: Management Trainee

Trilogy Financial Services San Mateo, CA +10 locations

Trilogy is seeking enthusiastic, career-minded, self-motivated individuals for our Management Trainee position. College graduates and those new to… Glassdoor

12 days ago

Job Title: Financial Advisor

Trilogy Financial Services Woburn, MA +10 locations

Trilogy is seeking enthusiastic, career-minded, self-motivated individuals for our Financial Advisor position. College graduates and those new to the… Glassdoor

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Trilogy Financial Services Reviews

34 Reviews
34 Reviews
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Trilogy Financial Services CEO, Founder and Owner Jeff Motske
Jeff Motske
22 Ratings
  1. 2 people found this helpful  

    Walk away...

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Advisor
    Former Employee - Financial Advisor

    I worked at Trilogy Financial Services full-time for less than a year


    Worked with some really cool people, mostly those who had been in the business a year or less. Office was really sharp, and had a nice view.


    If you should decide to pursue opportunities to work here get ready to have your world rocked. They'll pull the sheets over your eyes from day one. In the interview they'll ask you what your parents do for work and of the two combined make less than $100,000 a year they won't even consider you for employment. They're sales people so they'll convince you if you stick around for a few years you'll be in the six figure salary range no problem. They put me under the "care" of a manager who had no idea what she was doing and had very poor social and people skills, and wasn't a very nice person in general. From what I understand she's dropped several reps since she's been in a management position. You'll set appointments and a good portion of them won't keep, which I was told was a normality. "Keep up the good work your phone calls are awesome," but then when appointments still aren't kept they'll turn around and tell you that your phone skills are very poor and need work. You won't trust your upper management team, so how are you supposed to trust them with people who you care about and their money?! They'll ask you to do shady things such as transfer someone's entire life savings into an indexed universal life policy even when the "rules" state you should never do more than half of someone's savings. The reason they do it...? The payout, is much larger on insurance policies even though when you first start you'll only see 10% of the payout... This place was an absolute nightmare. You want to know how much they care about their clients? Ask to take a look in one of the vacant back offices and look at the stacks upon stacks of former and current client files that are just tossed aside that no one cares about and no one cares to do anything about it. These files sometimes contain people's livelihoods. Please save yourself the anxt and go somewhere else...

    Advice to ManagementAdvice

    Keep up the good work...

    Doesn't Recommend
    Negative Outlook
    No opinion of CEO